Remote Client Relations & Concierge Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform in Los Angeles District 5, USA. You will be the primary contact for clients, providing concierge-level account assistance and clear communication within approved tools.

The role emphasizes strict adherence to security, compliance, and data protection standards, with strict prohibitions on investment advice or handling client funds.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform in Los Angeles District 5, USA. You will be the primary contact for clients, providing concierge-level account assistance and clear communication within approved tools.

The role emphasizes strict adherence to security, compliance, and data protection standards, with strict prohibitions on investment advice or handling client funds.